Investment Administrator

1 month ago


Leeds, United Kingdom Meraki Full time

**Investment Administrator**
Competitive Salary

Permanent

Leeds

Meraki Talent is currently working with a leading financial services firm looking to hire an Investment Administrator to join the collaborative Leeds-based team. This is an excellent opportunity to join a well-established business offering excellent onward progression opportunities. This is a chance to work alongside seasoned professionals, gain invaluable experience, and pave the way to a successful career in financial services.

**Responsibilities**:

- You will be an integral part of the investment team, assisting with various critical tasks to ensure the seamless functioning of investment operations.
- Assisting in the maintenance and management of investment portfolios, ensuring accuracy and completeness of data.
- Collaborating with senior administrators to facilitate timely and accurate trade processing.
- Preparing investment reports and statements for internal and external stakeholders.
- Analysing financial data and market trends to support investment decision-making processes.
- Responding to client inquiries and providing excellent customer service.
- Assisting in compliance-related tasks and ensuring adherence to regulatory guidelines.

**Qualifications and Requirements**:

- A basic understanding of financial markets, investment concepts, and financial instruments is advantageous.
- 1-2 years of financial services experience
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
- Strong analytical and problem-solving abilities with great attention to detail.
- A collaborative mindset, capable of working effectively within a team environment.
- Excellent organisational skills with the ability to prioritize tasks and meet deadlines.

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